Sales Broker, Leads Provided - Personal Lines (ON) - (Pipeline Collection)
我们是一个有使命的公司 - 我们是一个独特的加拿大金融科技，它为消费者所有的财务需求提供了一站点服务 - 储存，花钱，借款，投资和保护。从产品工程到销售，金融，运营等每个团队成员都痴迷于一种东西；帮助加拿大人做出更好的财务选择。我们也非常擅长这件事。通过我们的数字应用技术和获奖的内部经纪商，我们每月帮助超过200万名加拿大人对他们的财务产生积极影响。我们有很多独特的业务 - 抵押贷款经纪，生命保险经纪，房屋和汽车保险经营，抵押贷资产来源和服务业务，金融服务市场以及 Ratehub 和 MoneySense 之间的内容业务。一年365天我们为用户提供最佳在线抵押贷品体验，个性化信用卡和贷款选项，以及比他们通常从现有的财务顾问那里获得更便宜的汽车和家居保险政策。改变人们如何做出财务选择并不容易。尽管如此，我们知道实现我们的使命充满挑战；你的职位是为你提供服务，并将你的服务与服务联系起来。我们正在寻找一个经验丰富的客户服务经纪人来加入我们的保险团队在安大略省 （完全远程角色）在未来的工作中。向客户服务业务经纪人团队负责人报告，现任人员将有机会加入 Ratehub 快速增长的保险经纪人公司 - RH 保险！成功的候选人将受到创业团队与合作，在快速发展的环境中勃发展和渴望与一个迅速扩张的公司一起成长的激励。你的责任 · 及时管理潜在客户的引领和提供报价 ·通过现有网络和给出的引领来创造新商业 · 优秀的人际技能，能够快速建立信任并有效地了解客户需求和要求，必须强大于关闭和满足销售目标 · 识别通过交叉销售/上市销售推动客户价值的机会 · 推和解释基于个体客户需求的覆盖范围 · 遵守经纪合作伙伴所设的承销标准 YOUR QUALI
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WHO IS RATEHUB INC?
We’re a company on a mission - We are a unique Canadian Fintech that is the one stop shop for all financial needs of the consumer - Save, Spend, Borrow, Invest, and Protect. Every single team member, from product & engineering to sales & marketing, finance, operations, and everything in between is obsessed with one thing; helping Canadians make better financial choices. And we’re pretty great at it, too. Via our digital application technology and our award-winning in-house brokerages, we help over 2M Canadians per month make a positive impact on their finances. We have many unique businesses - a mortgage brokerage, a life insurance brokerage, a home and auto insurance brokerage, a mortgage originations and servicing business, a Financial Services Marketplace and a content business across Ratehub and MoneySense. 365 days a year we deliver our users the best online mortgage experience, personalized Credit Card and Loans options, and cheaper auto & home insurance policies than they typically get from their existing financial adviser.
Changing how people make financial choices isn’t easy, though. We know that achieving our mission is full of challenges; challenges that can be complex and often unexpected, but that are always interesting, rewarding, and fun to solve as a team. This is where you come in. We are on the hunt for the right kind of people to join us and help lead us forward to continued growth.
We’re looking for an Experienced Customer Service Broker to join our Insurance team in Ontario, (fully remote role) for a future position. Reporting to the Customer Service Broker Team Lead, the incumbent will have an exciting opportunity to join the fast growing Insurance brokerage for Ratehub - RH Insurance! The successful candidate will be motivated by working alongside a startup team, thrives in a fast paced environment, and is eager to grow with a rapidly expanding company.
YOUR RESPONSIBILITIES
- Manage leads and provide quotes to prospective clients in a timely manner
- Generate new business through existing networks and given leads
- Excellent interpersonal skills, ability to quickly build trust and effectively understand customers’ needs and requirements, must be strong in closing and meeting sales target
- Identify opportunities to drive customer value with cross selling/up selling
- Recommend and explain coverages based on individual customer needs
- Adhere to underwriting criteria set out by broker partners
YOUR QUALIFICATIONS
· RIBO licensed with 1+ year of personal lines insurance sales experience. Brokerage experience is not required but an asset.
- Experience with Applied Epic would be an asset
- Highly sales driven - with the numbers to prove it!
- Independent, ambitious and competitive
- Thrives in a fast-paced environment
- Positive attitude
- Looking to grow with a rapidly expanding company
- Strong ability to multitask, prioritise, and manage time effectively
CULTURE FIT:
· Members first - we prioritise the interests and needs of our members above all else. We solve member pain points and focus on member satisfaction. We start with members, and end with the P&L.
- Growth mindset - we set ambitious goals and challenge the status quo. We take responsible risks and are accountable for our actions.
- Better together - we are One team with One common goal. We make our footprint bigger than our foot, leave our egos at the door, support each other to achieve great results as One company.
- Run after problems - we tackle problems head on and focus on finding solutions. Obstacles are seen as opportunities for growth and innovation. We have the hard conversations and choose the harder right over the easier wrong. And we do it with a smile.
- Measure Learn Iterate Innovate - we focus on getting things done. We measure what matters, iterate, learn, iterate many times in a data-driven way, which is how we will innovate.
This job posting is not for a currently open vacancy but for a position anticipated to open sometime in the future.
AI technology is not used in the screening and assessment process of our recruitment.
The estimated compensation range for this position is $70,000 - $120,000 CAD.
Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.
Originally posted on Himalayas